See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,965 | $59,805-54.9% | $79,550-66.1% | $68,494-60.6% |
| Participation rate | 57.1% | 61.1%-3.9pp | 69.5%-12.3pp | 67.9%-10.7pp |
| Annual return | -14.59% | -12.30%-2.3pp | 0.16%-14.8pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,828 | $1,505+21.5% | $2,413-24.2% | $2,596-29.6% |
| Participant deferral / active EE | $3,961 | $3,024+31.0% | $3,985-0.6% | $4,027-1.6% |
| Admin fee / account holder | $5,018 | $4,835+3.8% | $6,832-26.6% | $5,403-7.1% |